NVIDIA’s Blackwell AI Chips Sale to China Blocked Again by President Trump

NVIDIA’s ambition to penetrate the Chinese market with its Blackwell AI chips has met with a significant setback, as recent statements from President Trump have decisively blocked any such developments.

Trump Administration Rejects Blackwell Exports to China

Jensen Huang, NVIDIA’s CEO, may have to postpone plans to re-enter China, despite earlier optimism from a breakthrough in US-China trade talks. During a CBS News interview, President Trump emphasized that high-end AI chips will not be accessible to other nations, specifically highlighting that Blackwell chips will remain off-limits. This declaration reinforces the current stalemate between NVIDIA and the Chinese market, rendering immediate prospects bleak.

The most advanced, we will not let anybody have them other than the United States. We don’t give (the Blackwell) chip to other people.

In light of recent comments, President Trump has positioned the U. S.government as an intermediary in the NVIDIA-China negotiations, which has raised eyebrows among industry observers. The circumstances are growing increasingly challenging for NVIDIA, as the U. S.government restrictions coincide with an unfriendly stance from the Chinese authorities towards the company’s AI technology. This dual pressure contributes significantly to the ongoing deadlock.

NVIDIA's H20 AI Accelerators Might Face The Next 'US Ban', Team Green Stops Taking New Orders In China — Image Credits: WCCFtech

As a result of these complexities, Jensen Huang has made it clear to media outlets that NVIDIA’s revenue from China has effectively plummeted to zero. Any potential breakthroughs in this market would now be seen as a mere “bonus.”The absence of NVIDIA’s products in the Chinese AI landscape represents a substantial missed revenue opportunity, with estimates suggesting losses in the range of tens of billions. Before the enforcement of export controls, China’s market constituted a vital component of NVIDIA’s financial ecosystem.

With President Trump’s recent pronouncements further complicating the landscape, NVIDIA’s prospects for reintegrating into the Chinese market appear more elusive than ever. The company now finds itself relying primarily on its Hopper H20 AI chip, which has not garnered significant interest or adoption in the region.

The dynamic surrounding NVIDIA and its aspirations in China remains fluid, marked by geopolitical tensions that could shape the future of AI technology in the global market.

For further reading, visit Reuters for the latest updates.

Source & Images: WCCFtech